In this conversation, Tyler and Rick discuss the challenges and triumphs of managing projects within SaaS companies, particularly focusing on the effective use of AI, sales pipeline dynamics, and the balance between calm and chaos in business operations. They explore the importance of setting realistic goals, the role of automation in enhancing user experience, and the impact of parental leave on work dynamics. The discussion emphasizes the need for focused opportunities in sales and the potential of AI to streamline processes and improve customer service.

In this episode, Tyler and Rick discuss various sales best practices, focusing on the importance of maintaining a clean sales pipeline, optimizing CRM usage, and enhancing marketing strategies. They delve into the challenges of customer service and the need for a consultative approach to selling, emphasizing the value of understanding customer needs and providing tailored solutions. The conversation also touches on the updates to their form builder and the strategies being implemented to increase user engagement and satisfaction.

In this episode, we talk about how Rick has given himself some breathing room, and how that’s impacted his outlook on the business. 

In this episode, we talk about some metrics that are headed in the right direction. Let’s go

In this episode, we try to prioritize some of the different growth channels Rick is considering for 2025.

In this episode, we recap 2024 and set goals for 2025:

Personal goals for 2025:

• Rick: Primary theme: Buy back time
  • Take 1 personal day every 1-2 months
  • Get time back for things I love (skiing, basketball, be present on vacations, reading/writing, local networking)
  • Have a familiy vacation on the calendar to look forward to at all times
• Tyler
  • Baby stuff
    • Remain flexible and do whatever needs to be done
    • Create space for Shelly to have a life outside of just parenting
    • Take advantage of the calm life I've built
  • Don't hold myself to all my pre-baby health goals, but don't totally give them up either

Professional goals for 2025:

• Rick
  • Legup Health: I don't know yet, but most likely...
    • 2x revenue (maybe less)
    • Make sure JD's role is sustainable
    • Make sure the business is properly financed
  • Windfall: Scale myself. Level up, and make sure the team levels up with me
• Tyler
  • Don't worry about growth. Focus on input, not output.
  • Product
    • Tie off the big 2024 projects
    • Definitely ship kanban and a mobile app
    • Stretch goal: Ship one other big thing (sending email, automations, or reports)
  • Reduce the set of things I'm responsible for so I can focus on the things I'm best at

In this episode, we discuss how there are multiple different approaches to take when a startup needs to grow the team.

In this episode, we discuss Bluesky as the new Twitter, how Rick’s busiest time of year is surprisingly calm, and more.

Less Annoying CRM is working on some big features, and in this episode, we discuss what we’re learning as a result.

We’re both in marketing mode right now. In this episode, we dive into the specifics of what we’re trying.